2023 Forbes Best In State Wealth Advisors List
BEN SOCCODATO AND CHRIS KAMPITSIS NAMED TO 2023 FORBES BEST-IN-STATE WEALTH ADVISORS LIST
Elmsford, NY – The SKG Team at Barnum Financial Group proudly announces that two of its investment advisors, Ben Soccodato and Chris Kampitsis have been named to the Forbes 2023 List of Best-In-State Wealth Advisors. This is the second year in a row that Ben and Chris have received this honor. Almost 39,000 advisors applied to be considered for the annual ranking which narrows down to approximately 7,300 advisors managing a collective $11 trillion who are researched, interviewed, and assigned a ranking based on an algorithm of qualitative and quantitative criteria.
"I am thrilled to see Ben and Chris recognized for their accomplishments for the second year in a row," said Paul Blanco, Founder and CEO of Barnum Financial Group. “As a firm, we are extremely proud of them receiving this well-deserved acknowledgment from Forbes and congratulate them on being distinguished for the work they do supporting our clients."
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. The 2023 award was issued on April 4, 2023 for the time period of 6/30/2022 – 4/1/2023. The 2022 award was issued on April 4, 2022 for the time period 6/30/2021 – 4/1/2022
About The SKG Team
The SKG Team at Barnum Financial Group, led by Ben Soccodato and Chris Kampitsis, is a group of knowledgeable and experienced CFPs (Certified Financial Planners) and CExPs (Certified Exit Planners). They give each client their personal attention, tailored solutions, and insightful guidance for both short-term financial objectives and long-term financial goals. The SKG Team at Barnum Financial Group works with individuals and families, business owners, and they offer financial literacy programs to Fortune 500 companies.
Securities and investment advisory services are offered through qualified registered representatives of MML Investor Services, LLC. Member SIPC. (www.SIPC.org). 6 Corporate Drive, Shelton, CT 06484. (203) 513-6000. CRN202606-4561362 This award has been awarded by Forbes based on an evaluation conducted by SHOOK Research on April 4, 2023 for the following period by 6/30/2022 to 4/1/2022 . For more information please contact: Nicole Doherty at nicoled@buzz-creators.com or 917.514.5328